Also trades as: CUK (NYSE) · $vol 85M · CCL.L (LSE) · $vol 29M · 0EV1.L (LSE) · $vol 2M · POH1.DE (XETRA) · $vol 1M
CCL Institutional Ownership
Carnival Corporation & plc
1W: +2.5%
1M: +25.3%
3M: +0.2%
YTD: -9.9%
1Y: -5.7%
3Y: +151.5%
5Y: +24.2%
$27.74
+0.89 (+3.30%)
After Hours: $27.75 (+0.01, +0.04%)
Weekly Expected Move ±8.0%
$22
$24
$26
$28
$30
Credit Risk of going bust: higher than 68% of companies Debt: 41.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.58 (down 94%), Carnival Corporation & plc would be worth roughly what it owes.
Total debt $25.16B against a stock market value of $36.12B.
Distance to default 3.55 (Merton model): prices to 2026-10-26, balance sheet 2026-08-31, debt counted $12.97B (short-term plus half of long-term), stock volatility 49.1%; Altman Z'' 0.24. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.58 (down 94%), Carnival Corporation & plc would be worth roughly what it owes.
Total debt $25.16B against a stock market value of $36.12B.
Distance to default 3.55 (Merton model): prices to 2026-10-26, balance sheet 2026-08-31, debt counted $12.97B (short-term plus half of long-term), stock volatility 49.1%; Altman Z'' 0.24. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CCL
1,005
Institutional Holders
+974 vs prior quarter
0.0%
Ownership
+0.00pp
$27B
Total Invested
970
New Positions
13
Increased
10
Reduced
3
Closed
1.06
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC NEW | 4,338,075 | $120M | +4,338,075 | — | 1Q | SEC ↗ |
| 2 | WELLS FARGO & COMPANY/MN NEW | 1,860,444 | $52M | +1,860,444 | — | 1Q | SEC ↗ |
| 3 | Ensign Peak Advisors, Inc NEW | 442,043 | $12M | +442,043 | — | 1Q | SEC ↗ |
| 4 | Nykredit A/S NEW | 285,687 | $8M | +285,687 | — | 1Q | SEC ↗ |
| 5 | PensionDanmark Pensionsforsikringsakti NEW | 264,636 | $7M | +264,636 | — | 1Q | SEC ↗ |
| 6 | Black Cypress Capital Management, LLC NEW | 255,136 | $7M | +255,136 | — | 1Q | SEC ↗ |
| 7 | Delta Global Management LP NEW | 206,898 | $6M | +206,898 | — | 1Q | SEC ↗ |
| 8 | Advisors Asset Management, Inc. NEW | 82,117 | $2M | +82,117 | — | 1Q | SEC ↗ |
| 9 | M&T BANK CORP NEW | 69,867 | $2M | +69,867 | — | 1Q | SEC ↗ |
| 10 | Louisiana State Employees Retirement S | 58,600 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 11 | Fulcrum Asset Management LLP NEW | 44,216 | $1M | +44,216 | — | 1Q | SEC ↗ |
| 12 | WILLIAM JOHN SEMPOLINSKI NEW | 36,990 | $1M | +36,990 | — | 1Q | SEC ↗ |
| 13 | Michael J. Porro & Co. Financial Advis NEW | 18,298 | $508K | +18,298 | — | 1Q | SEC ↗ |
| 14 | IFP Advisors, Inc | 16,477 | $457K | +4,466 | +37.2% | 2Q | SEC ↗ |
| 15 | CX Institutional | 15,646 | $434K | -4,800 | -23.5% | 3Q | SEC ↗ |
| 16 | B. Riley Wealth Advisors, Inc. NEW | 15,359 | $426K | +15,359 | — | 1Q | SEC ↗ |
| 17 | PVG ASSET MANAGEMENT CORP | 11,077 | $307K | -25 | -0.2% | 2Q | SEC ↗ |
| 18 | Jump Financial, LLC NEW | 10,791 | $299K | +10,791 | — | 1Q | SEC ↗ |
| 19 | Parcion Private Wealth LLC NEW | 9,908 | $275K | +9,908 | — | 1Q | SEC ↗ |
| 20 | USAdvisors Wealth Management, LLC | 9,700 | $269K | +43 | +0.4% | 2Q | SEC ↗ |
| 21 | Altar Rock LLC NEW | 9,179 | $255K | +9,179 | — | 1Q | SEC ↗ |
| 22 | 1620 INVESTMENT ADVISORS, INC. NEW | 1,399 | $39K | +1,399 | — | 1Q | SEC ↗ |
| 23 | Guardian Partners Inc. NEW | 700 | $19K | +700 | — | 1Q | SEC ↗ |
| 24 | WELLINGTON-ALTUS USA INC. NEW | 200 | $6K | +200 | — | 1Q | SEC ↗ |
| 25 | Byrne Asset Management LLC | 150 | $4K | -220 | -59.5% | 3Q | SEC ↗ |
| 26 | Cornerstone Financial Management LLC NEW | 114 | $3K | +114 | — | 1Q | SEC ↗ |
| 27 | BURKETT FINANCIAL SERVICES, LLC | 107 | $3K | +1 | +0.9% | 3Q | SEC ↗ |
| 28 | Gladwyn Financial Advisors, Inc. NEW | 101 | $3K | +101 | — | 1Q | SEC ↗ |
| 29 | KERR FINANCIAL PLANNING Corp | 101 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 30 | Robinswood Financial LLC NEW | 100 | $3K | +100 | — | 1Q | SEC ↗ |
| 31 | Strategic Wealth Advisors LLC | 100 | $3K | — | +0.0% | 2Q | SEC ↗ |
| 32 | Capital Advisor Network LLC NEW | 100 | $3K | +100 | — | 1Q | SEC ↗ |
| 33 | Navigoe, LLC NEW | 38 | $1K | +38 | — | 1Q | SEC ↗ |
| 34 | Sankala Group LLC NEW | 10 | $0K | +10 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 4,338,075 | $120M |
| WELLS FARGO & COMPANY/MN | 1,860,444 | $52M |
| Ensign Peak Advisors, Inc | 442,043 | $12M |
| Nykredit A/S | 285,687 | $8M |
| PensionDanmark Pensionsforsikringsa | 264,636 | $7M |
| Black Cypress Capital Management, L | 255,136 | $7M |
| Delta Global Management LP | 206,898 | $6M |
| Advisors Asset Management, Inc. | 82,117 | $2M |
| M&T BANK CORP | 69,867 | $2M |
| Fulcrum Asset Management LLP | 44,216 | $1M |
| WILLIAM JOHN SEMPOLINSKI | 36,990 | $1M |
| Michael J. Porro & Co. Financial Ad | 18,298 | $508K |
| B. Riley Wealth Advisors, Inc. | 15,359 | $426K |
| Jump Financial, LLC | 10,791 | $299K |
| Parcion Private Wealth LLC | 9,908 | $275K |
| Altar Rock LLC | 9,179 | $255K |
| 1620 INVESTMENT ADVISORS, INC. | 1,399 | $39K |
| Guardian Partners Inc. | 700 | $19K |
| WELLINGTON-ALTUS USA INC. | 200 | $6K |
| Cornerstone Financial Management LL | 114 | $3K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| IFP Advisors, Inc | +4,466 | +37.2% | 16,477 |
| USAdvisors Wealth Management, LLC | +43 | +0.4% | 9,700 |
| BURKETT FINANCIAL SERVICES, LLC | +1 | +0.9% | 107 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CX Institutional | -4,800 | -23.5% | 15,646 |
| Byrne Asset Management LLC | -220 | -59.5% | 150 |
| PVG ASSET MANAGEMENT CORP | -25 | -0.2% | 11,077 |